Where High Tech
Meets High TouchTM

Make Great Wealth Tech Decisions

Introducing OCTO™

Outsourced Chief Technology Officer services for smaller growth-focused wealth management firms.
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Experts in Action

All Case Studies
Case Study

Small Fish in a Big Pond

Building a Meaningful Private Client Business at a Large Financial Institution

Case Study

Quick and Steady

Rapidly Growing Mid-size RIA Needing Technology Capabilities & Leadership

Case Study

Ride the Bike While Its Being Built

Empowering a High Growth RIA to Drive Process Stabilization and Accelerate Advisor Adoption

We Speak From Experience

Our team of former wealth executives have successfully led and delivered innovation projects for prominent small, midsize and large RIA, wealth, and family office firms.

Meet the Team
Doug
Fritz
Founder & CEO
Experience
First Republic
Wells Fargo
Credit Suisse
KPMG
Liz
Fritz
Co-Founder & Chief Commercial Officer
Experience
BNP Paribas
U.S. Bank
Capco
Wells Fargo

How We Help

Strategy

Have you outgrown your legacy thinking and want to participate in the more automated and digital future of wealth management?

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OCTO™

We designed OCTO™ to enable smaller and ambitious firms access to technology expertise and oversight on a fractional time-costed basis.

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Community

We run an exclusive community of wealth technology leaders nationally who excel through knowledge-sharing and confidentiality.

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Latest Insights

Research
5.20.2020

Navigate the New Normal: Address the Sudden Leap in Your Clients' Digital Expectations

Insight
5.4.2020

Wealth Management CTOs Need To Watch Out For Zoom Zombies in the Long Term

Insight
4.23.2020

Motif’s Shutdown Seen as ‘Tip of the Iceberg’

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Make Great Decisions

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415.844.0641

Email

hello@f2strategy.com

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